MASTERCLASS: THE SHADOW BANKER'S SECRETS
ADAGIO INSTITUTE, INC.
MONEY AS DEBT
A 501(c)(3) Public Charity
ADAGIO INSTITUTE, INC.
A 501(c)(3) Public Charity
ADAGIO INSTITUTE, INC.
ADAGIO INSTITUTE, INC.
Co-GP Case Study
Learn How to Earn 100%+ Annual Returns as a Co-GP
Under an Institutional-Grade Fund via 1% Management Fee & 10% Performance Fee
Note that the Co-GP position discussed in this case study is closed, and the case study is meant for educational purposes only.
Note that the Co-GP position discussed in this case study is closed, and the case study is meant for educational purposes only.
Co-GP Diagram
  • The Co-GP position was afforded a fee split that shares 50% of traditional fund manager economics.
  • ​Asset manager has achieved over 20% annualized returns via their primary strategy and financial engineering solutions.
  • GP stakes investing delivers superior risk-adjusted returns in the form of reliable cash flows resembling fixed income and an inflationary hedge outside the erratic public markets.
  • ​This is the type of deal that gets done in the back offices of Blackstone and would never see the light of day…
Adagio Investment Banking Services
Don’t start an investment fund—“own” an existing one…
Dr. Edwin Vieira, Jr., A.B. (Harvard College), A.M. and Ph.D. (Harvard Graduate School of Arts and Sciences), and J.D. (Harvard Law School)
5 MINUTE PRESENTATION (TRANSCRIPT AVAILABLE BELOW)
FREE Video Case Study: Benjamin D. Summers
on How to Beat the Banking System
FREE Video Case Study: Benjamin D. Summers
on How to Beat the Banking System
  • Generate Strong Investment Returns That Won't Take a Hit from Market Crises (Like 2008)
  • Definitively Evaluate Investments by Accurately Measuring Their Risk
  • ​Achieve 7%-8% Fixed Income Returns (That Beat Inflation) with Very Low (Treasury-Level) Risk
  • ​Access Exclusive Private Investments Without Having to Be Accredited
  • ​Quickly and Compliantly Raise Unlimited Capital for Your Investment Portfolio
5 LESSONS
5 LESSONS
Ben teaches the proven techniques of Wall Street for raising unlimited, low-cost capital as an institutional-grade fund manager in over 2.5 hours of video lessons and downloadable slides.

This unprecedented masterclass reveals the secrets Ben discovered over his 10 plus years of experience... a period that saw him generate returns in excess of 30% in 2008, the year of the financial crisis.

You'll learn how to structure investments and portfolios that not only maximize your returns but also protect you against the risk of market cycles... allowing you to serve the trillions of dollars held by retail investors starved for low-risk yield.

As an investment manager or real estate entreprenuer, you'll learn how to compliantly raise unlimited, low-cost capital without having to ask fo it.
INVESTMENT QUALITY CALCULATOR
INVESTMENT QUALITY CALCULATOR
Only available through this masterclass, the investment quality (or risk-adjusted performance) calculator allows you to evaluate and price your investments like the big banks and to confidently pick the best investment every time without having to do the math yourself!

The calculator measures both the risk and expected return of investments to let you easily rank them... from stocks to hedge funds to real estate.

It also enables you to price your own investment offerings. With over 10 Wall Street investment performance metrics [including Alpha (α), Sharpe Ratio, Omega (Ω) Ratio, Illiquidity Premium and many more!] for financial professionals and a color-coded rating for non-professionals.

This calculator is a must-have for every investor!
 Risk-Adjusted Performance Calculator Output  (Demo)
$90
LIFETIME
ACCESS
CUSTOM JAVASCRIPT / HTML
“I found this masterclass on investment banking in real estate to be very informative and valuable. Ben provides a new way to look at real estate investing.”
Frank Gutta, CPA
is the managing partner of Gutta, Sharfi & Co. CPAs. He has been in practice as a tax and financial expert  for over 30 years.
TAKE THE SHADOW BANKER'S SECRETS MASTERCLASS
BEN SUMMERS TEACHES
INVESTMENT BANKING FOR ALTERNATIVES
To get started, let us know what type of firm you work for. Select the option you identify with most:
BEN SUMMERS TEACHES INVESTMENT BANKING FOR ALTERNATIVES
To get started, let us know what type of firm you work for. Select the option you identify with most:
Broker-Dealer / Investment Bank
Registered Investment Adviser (Multiple Retail Clients)
Family Office, Endowment or Pension Fund
Insurance Agency, Real Estate Brokerage, IRA Custodian, Fund Administration, Accounting, or Law
Alternative Asset Manager / Sponsor / Wholesaler (e.g. Real Estate Syndicator, Hedge Fund Manager)
Regulatory Body / Trade Association / Due Diligence Firm (e.g. SEC, FINRA, CFA Institute)
Other / Retail Investor
N/A: I Want to Become My Own Bank & Create Capital
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
THE VALUE PROPOSITION
LEGAL DISCLAIMER:  This site and its content are not an offer to sell, nor a solicitation of an offer to purchase any securities instrument or any interest in Adagio, LLC or its current or future affiliated entities ("Adagio Group").

This website and its contents including any blogs are a publication of Adagio Group. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the topics discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Adagio Group is not a law firm or a broker/dealer. Readers are advised that articles, blog posts and other content are provided solely for informational purposes. The opinions and analyses included herein are based on sources believed to be reliable and written in good faith, but no representation or warranty, expressed or implied, is made as to their accuracy, completeness, timeliness, or correctness. Neither we nor any information providers Adagio Group may have engaged shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or any delay or interruptions in, the transmission thereof to the users.

Information on this website and blog do not involve the rendering of personalized investment or legal advice. A professional advisor should be consulted before implementing any investment strategy or transactions. Content should not be construed as financial, legal or tax advice. Always consult an attorney, tax professional or financial adviser regarding your specific legal, tax or financial situation. Investment information is provided without consideration of your financial sophistication, experience, financial situation, investing time horizon, or risk tolerance. Readers are urged to consult with their own independent financial advisers with respect to any investment.

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